Telos Partners LLC fees and pricing
Financial planner in Avon, Connecticut. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 29, 2026, Telos Partners LLC charges $500 an hour, a flat or project fee of $12,500, and an annual fee of $3,600-$18,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Service Hourly Consulting Service will be offered at the rate of $500 per hour.”
- Flat or project fee
- $12,500
“Ongoing Comprehensive Financial Planning Telos collects an initial fee, no greater than $12,500.”
- Annual fee
- $3,600-$18,000/yr
“Fees are paid monthly or quarterly in arrears, ranging from $3,600 to $18,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Telos Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Telos Partners LLC’s fees compare
- Its hourly rate of $500 is above the Connecticut median of $300. 89% of the 103 other Connecticut planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Avon that publish an hourly rate charge less.
- Its flat or project fee of $12,500 is above the Connecticut median of $5,125. 86% of the 78 other Connecticut planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Avon that publish a flat or project fee charge less.
- Its annual fee of $3,600-$18,000 spans the Connecticut median of $6,000. 78% of the 27 other Connecticut planners that publish an annual fee charge less.
About Telos Partners LLC
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 65
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $139,462,878
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340922
- Phone
- (646) 907-9424
Can advise clients in 4 states: Connecticut, New York, South Carolina, Utah
Other planners in Avon that publish fees
- Crionna Wealth LLCAvon$400/hr
- Del Gallo Financial Services, LLCAvon$125-$350/hr, $1,000-$30,000
- Milestone Asset Management Group, LLCAvon$300/hr, $2,000-$15,000
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.